Episodes

  • How AI Companies Are Measuring Inference Costs per Query

    How AI Companies Are Measuring Inference Costs per Query
    Jun 28 2026
    Episode 80 of AI Business with Fexingo dives into the economics of inference—the real cost of running an AI model every time it responds. Lucas and Luna break down why inference cost per query has become the key metric for AI companies, from OpenAI to startups deploying small language models. They discuss the surprising numbers: how a single GPT-4 class query can cost a fraction of a cent at scale, and why companies like NVIDIA and AMD are seeing their stock wobble as the market rethinks 'GPU demand equals revenue.' The hosts also explore how inference optimization—like quantization, speculative decoding, and model distillation—is reshaping hardware spend and cloud contracts. With concrete examples and a nod to recent market data (ARM down 18% in five days, SMCI down 13%), this episode connects the engineering trenches to the balance sheet. If you're building or funding AI, this is the metric you need to track. #InferenceCost #AIEconomics #GPU #NVIDIA #AMD #ARM #SMCI #CloudCompute #ModelOptimization #Quantization #SpeculativeDecoding #Distillation #LLM #TechBusiness #BusinessAndTechnology #FexingoBusiness #BusinessPodcast #AI Keep every episode free: buymeacoffee.com/fexingo
    Show More Show Less
    8 mins
  • How AI Companies Are Buying Their Own Data Center Power

    How AI Companies Are Buying Their Own Data Center Power
    Jun 28 2026
    Episode 79 of AI Business with Fexingo dives into the emerging trend of AI companies directly acquiring or building their own power generation assets, from natural gas plants to small modular reactors. Lucas and Luna discuss why firms like Microsoft, Amazon, and OpenAI are moving beyond PPA contracts to own energy infrastructure, driven by surging compute demands and grid constraints. They break down the economics, the risks, and what this means for the future of data center location strategy. Specific references to recent moves by major cloud providers and the role of nuclear restart projects are explored. The conversation also touches on how this shift affects utility stocks and power markets. A must-listen for anyone tracking AI infrastructure and energy policy intersections. #AICompanies #DataCenterPower #EnergyInfrastructure #SmallModularReactors #NaturalGas #CloudCompute #Microsoft #Amazon #OpenAI #NuclearEnergy #GridConstraints #PowerPurchaseAgreements #UtilityStocks #Business #Technology #FexingoBusiness #BusinessPodcast #AIInfrastructure Keep every episode free: buymeacoffee.com/fexingo
    Show More Show Less
    10 mins
  • How Asian AI Startups Are Filling the Anthropic Export Gap

    How Asian AI Startups Are Filling the Anthropic Export Gap
    Jun 27 2026
    With Anthropic's Mythos model under an export ban that has dragged into mid-2026, Asian AI startups are releasing their own 'Mythos-like' models to fill the void. In this episode, Lucas and Luna examine three specific startups — Tokyo's Kizuna AI, Seoul's Hanbit Intelligence, and Singapore's Merlion Labs — that have each released large language models trained on region-specific data and optimized for local languages. They discuss the technical choices these startups made, such as using sparse mixture-of-experts architectures and training on smaller but higher-quality datasets, and what this means for AI sovereignty and enterprise adoption in Asia. They also touch on how NVIDIA's stock at $192 and AMD at $521 reflect investor bets on this decentralized AI build-out. The episode closes with a reflection on whether we're seeing the end of the 'one model to rule them all' era. #AI #Business #Technology #Anthropic #Mythos #ExportBan #AsianAI #KizunaAI #HanbitIntelligence #MerlinLabs #SparseMoE #AISovereignty #LLM #EnterpriseAI #NVIDIA #AMD #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
    Show More Show Less
    8 mins
  • How AI Companies Are Using Synthetic Data to Train Models

    How AI Companies Are Using Synthetic Data to Train Models
    Jun 27 2026
    In this episode of AI Business with Fexingo, Lucas and Luna explore how artificial intelligence companies are increasingly relying on synthetic data — artificially generated datasets — to train their models. They discuss why companies like Anthropic, OpenAI, and Meta are turning to this approach, touching on the release of Anthropic's Mythos model to over 100 US companies and agencies. The conversation covers the economics of synthetic data, quality control challenges, and the implications for enterprise adoption. Lucas breaks down how synthetic data can reduce costs and privacy risks while citing a Gartner prediction that 60% of AI training data will be synthetic by 2028. Luna brings up the recent debate around model collapse and why human-generated data still matters. Tune in for a nuanced look at the data strategies powering the next wave of AI. #SyntheticData #ArtificialIntelligence #Anthropic #Mythos #AITraining #MachineLearning #DataGeneration #ModelCollapse #EnterpriseAI #OpenAI #GPT56 #DataPrivacy #BusinessTechnology #TechPodcast #FexingoBusiness #BusinessPodcast #AIModels #DataStrategy Keep every episode free: buymeacoffee.com/fexingo
    Show More Show Less
    10 mins
  • Why AI Companies Are Buying Game Studios for Synthetic Data

    Why AI Companies Are Buying Game Studios for Synthetic Data
    Jun 26 2026
    Episode 76 of AI Business with Fexingo: Lucas and Luna explore a surprising AI data strategy—buying game studios. With NVIDIA down 7.1% in five days and Super Micro plunging 14%, the chip narrative is shifting. But behind the scenes, leading AI labs are acquiring game development teams to generate synthetic visual data for training foundation models. Lucas breaks down the economics: a single AAA game engine can produce millions of labeled frames cheaper than real-world data collection, while circumventing privacy and copyright issues. Luna pushes back on quality concerns, asking whether synthetic data can replicate edge cases like rare car accidents or unusual weather. They point to recent deals—including a major acquisition by a stealth startup—and cite research showing models trained on 80% synthetic data match pure-real performance on certain benchmarks. The episode closes with a question about regulatory scrutiny as synthetic data becomes a critical, unregulated input to the AI stack. A quick behind-the-scenes note: listener support via buy me a coffee dot com slash fexingo keeps this show ad-free and independent. #SyntheticData #AI #GameStudios #NVIDIA #SuperMicro #DataStrategy #FoundationModels #ComputerVision #AIInfrastructure #Business #Technology #Podcast #FexingoBusiness #BusinessPodcast #LucasAndLuna #GenerativeAI #DataPrivacy #EnterpriseAI Keep every episode free: buymeacoffee.com/fexingo
    Show More Show Less
    8 mins
  • How AI Agents Are Stress-Testing Safety Before Launch

    How AI Agents Are Stress-Testing Safety Before Launch
    Jun 26 2026
    Episode 75 of AI Business with Fexingo explores the emerging practice of 'agent stress-testing' — building simulated digital worlds to probe AI agents for dangerous behaviors before deployment. Lucas and Luna discuss Patronus AI's recent $50 million raise, the White House asking OpenAI to slow-roll a model release over safety concerns, and how companies like NVIDIA and Palantir are investing in adversarial simulation. They unpack why traditional red-teaming falls short for autonomous agents and what this means for enterprise adoption. A concrete look at how the industry is trying to catch failures before they cause real-world harm, anchored to the June 26, 2026 market and policy landscape. #AI #AISafety #AgentStressTesting #PatronusAI #OpenAI #WhiteHouse #NVIDIA #Palantir #RedTeaming #AIAlignment #EnterpriseAI #AdversarialSimulation #DigitalWorlds #AIPolicy #Business #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
    Show More Show Less
    10 mins
  • How AI Companies Are Betting on Inference Startups Like DeductiveAI

    How AI Companies Are Betting on Inference Startups Like DeductiveAI
    Jun 25 2026
    A new wave of AI startups is specializing in inference optimization — making trained models run faster, cheaper, and more efficiently in production. Lucas and Luna dig into why giants like NVIDIA and AMD are paying attention, how DeductiveAI fits into the landscape, and what this means for the cost of deploying AI at scale. They reference NVIDIA's 7.5% five-day slide, AMD's 2.2% dip, and ARM's 20.7% drop, connecting these moves to a broader shift from training supremacy to inference economics. The episode explores how inference startup acquisitions could reshape the AI hardware and software stack, and what small language models have to do with it. A focused look at the next frontier in AI competition. #AI #Inference #DeductiveAI #NVIDIA #AMD #ARM #SmallLanguageModels #AIStartups #EnterpriseAI #AIHardware #Business #Technology #FexingoBusiness #BusinessPodcast #AICompanies #InferenceOptimization #MachineLearning #ChipCompetition Keep every episode free: buymeacoffee.com/fexingo
    Show More Show Less
    7 mins
  • Why AI Companies Are Betting on Inference Startups

    Why AI Companies Are Betting on Inference Startups
    Jun 25 2026
    Episode 73 explores the surprising shift from training to inference in AI. Lucas and Luna discuss why Cerebras stock plunged 14% after earnings — and what that says about the market's changing priorities. They examine how inference-startup acquisitions like DeductiveAI fit into a broader trend where efficiency at deployment matters more than raw compute. Specific data points: NVIDIA down 2.8% in five days, while AMD gained 1.4%. The hosts also touch on new data showing engineering jobs remain resilient despite AI predictions. A focused look at the infrastructure side of AI that most business listeners miss. #AI #Inference #Cerebras #NVIDIA #AMD #DeductiveAI #StartupAcquisitions #Semiconductors #EnterpriseAI #BusinessAndTechnology #FexingoBusiness #BusinessPodcast #AIOptimization #Earnings #Silicon #EngineeringJobs #Compute #DataCenters Keep every episode free: buymeacoffee.com/fexingo
    Show More Show Less
    8 mins